Staff Accounts give your team secure access to the portal. Every account must use a unique system-wide email address. Any account type—Administrator, Manager, Pet Sitter—can be assigned to visits.

Account Details

  • Email, password, first / last name

  • Optional nickname, calendar color, birthday

  • Profile photo and Tags

  • User is also a Client – link the staff login to an existing Client Profile when an owner wears both hats (more info below)


Permissions

  • Account Type – Administrator, Manager, or Pet Sitter

    • Administrator – full access to the entire portal (cannot modify other Administrators with an earlier Date of Hire).

    • Manager – granular access you set page-by-page plus optional Financials visibility. 

    • Pet Sitter – Sees only visits, clients, and pets they’re assigned to.

  • Social Media Manager (Pet Sitters) – lets that sitter view all uploaded photos.

  • Page Permissions (Managers) – checkmark exactly which pages this person can view.

  • Territory Permissions – limit what they see when you use Territories.

  • Manager Access Begins (Managers) – future date when a new manager’s permissions become active

  • Financials (Managers) – toggle whether this account sees visit prices and sitter pay on the pages you granted


Contact

Alternate email(s), phones, address, and List in Staff Contacts (shows them to other staff—handy if sitters transfer keys directly).


Biography

Client-facing Position and Bio (visible to clients on journals).


Scheduling Preferences

  • Require Journal Approval – force this sitter’s journals through manager review before clients see them (cross-link to Journal-Approval article).


Pay Rates

  • Hourly Pay Rate – required if you plan to track time with Time & Mileage Tracking; the portal multiplies this rate by clock-in minutes to create pay-sheet lines.

  • Custom Rates (per-visit pay) – override the default sitter pay rates for Base Services, Surcharges and Addons.

    • Click Add Custom Rates ▶ enter the per-visit amount or percent.

    • Any service not on your custom list will still use the default sitter pay value.

    • You can also select a client if the Custom Rate is client-specific.


Tip: if you have groups of Pet Sitters all with the same rates, use the Staff Segments to manage them collectively instead of per-staff individually.


How Page Permissions work (Managers)

Checking a page gives access; leaving it blank hides the page entirely.  You can:

  • Grant All Pages for full access, or hand-pick just what a role needs.

  • Combine with Territory Permissions to limit which clients and visits a manager or sitter can open.

  • Use the Financials switch to show or hide money details even on pages they can view.

Dual Staff / Client logins

A Staff Account can be setup to access a Client Profile. Set User is also a Client to "Yes" and select a profile.

  • The person signs in once and can swap between Client view (request visits, pay invoices) and Staff view (see assigned visits, journals, etc.) using the role-switcher in the notifications.

  • Page Permissions you set for their Staff side never leak into what they see as a client, and vice-versa.

  • If there is already an existing Client Login (eg. a client who you hire) using the same email address you would need to delete that Client Login (NOT their Profile) before adding a new Staff Account.